• Reducing Risk and Communicating about Compliance: Using Intermediaries in Grantmaking

    This session will focus on grant making through intermediaries. From key terminology (“fiscal sponsor” vs ”fiscal agent”) to benefits and best practices for communicating with intermediaries, participants will discuss managing the relationship with stakeholders during the grantmaking process and the effect of intermediaries on systems and technology related to grants management.

    Participants will learn about:

    • Key terminology related to working with intermediaries
    • Benefits and best practices for working with intermediaries
    • Managing grantee relationships, adapting processes and technologies when working with intermediaries

    Presenter: Krista Batey, Director of Grantmaking and Compliance, Arabella Advisors; Kathleen Flynn, Compliance Officer, New Venture Fund; Elsa Leon, Grants Manager, John D. & Catherine T. MacArthur Foundation; and Jennifer Shipp, Senior Counsel, The William and Flora Hewlett Foundation

    Process and Change Management Risk Management/Compliance
    Location: Date: March 12, 2019 Time: 3:45 pm - 5:15 pm Krista Batey Kathleen Flynn Elsa Leon Jennifer Shipp